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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,379 hedge funds and large institutions have $47.8B invested in iShares Russell 1000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 521 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+157
Holders Change %
+12.85%
% of All Funds
21.3%
Holding in Top 10
106
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+16.48%
% of All Funds
1.64%
New
241
Increased
521
Reduced
336
Closed
57
Calls
$96M
Puts
$85.9M
Net Calls
+$10.1M
Net Calls Change
+$84.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.82B
2
Morgan Stanley
Morgan Stanley
New York
$5.66B
3
MB
Mizuho Bank
Japan
$252M
4
BlackRock
BlackRock
New York
$1.12B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.6B

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$348M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$26.7M
3
JHU
Johns Hopkins University
Maryland
$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.06B
5
CA
CastleArk Alternatives
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
1176
Fortitude Advisory Group
Washington
$231K +$231K +1,374 New
ANBT
1177
American National Bank & Trust
Texas
$230K +$230K +1,370 New
CC
1178
Chicago Capital
Illinois
$229K -$339K -2,016 -60%
LA
1179
LexAurum Advisors
Kansas
$229K -$2.86K -17 -1%
GIP
1180
Greatmark Investment Partners
Georgia
$229K – – –
AC
1181
Abbrea Capital
California
$229K – – –
PCA
1182
Providence Capital Advisors
North Carolina
$227K +$6.04K +36 +3%
RRAM
1183
River Road Asset Management
Kentucky
$227K +$227K +1,350 New
PL
1184
Plancorp LLC
Missouri
$227K +$227K +1,353 New
RCA
1185
Rex Capital Advisors
Rhode Island
$226K – – –
1WA
1186
180 Wealth Advisors
Washington
$224K -$9.7K -60 -4%
AF
1187
Apexium Financial
Texas
$224K – – –
AC
1188
Apella Capital
Connecticut
$224K – – –
BAM
1189
Baldrige Asset Management
Pennsylvania
$223K – – –
FAM
1190
Formidable Asset Management
Ohio
$222K – – –
KMWM
1191
Keudell/Morrison Wealth Management
Oregon
$221K +$221K +1,316 New
MG
1192
MilWealth Group
Wisconsin
$221K – – –
IWS
1193
Insight Wealth Strategies
California
$220K -$17.6K -105 -7%
ACI
1194
Alpha Cubed Investments
California
$220K – – –
BWM
1195
BCS Wealth Management
Tennessee
$219K – – –
TH
1196
TCTC Holdings
Texas
$219K +$219K +1,305 New
AIP
1197
ARS Investment Partners
New York
$218K – – –
DWM
1198
Destination Wealth Management
California
$218K – – –
SSWM
1199
Smith Salley Wealth Management
North Carolina
$216K -$3.02K -18 -1%
LWAM
1200
Legacy Wealth Asset Management
Minnesota
$216K +$216K +1,285 New
46 47
48
49 50